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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,585 | $86,940+105.4% | $102,434+74.3% | $80,935+120.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 1.95% | 18.89%-16.9pp | 29.46%-27.5pp | 35.66%-33.7pp |
| Employer contribution / active EE | $18,367 | $2,370+675.1% | $3,023+507.5% | $2,757+566.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16,210 | $8,047+101.4% | $9,462+71.3% | $6,924+134.1% |